William
O'Connor
Northland Securities, Inc
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About this Advisor
William O'Connor is a financial advisor operating in Minneapolis, Minnesota with 6 years of industry experience. O'Connor is on the advisory team at Northland Securities, Inc. They have worked at Northland Securities, Inc for their whole career. O'Connor maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona, California, Iowa, Minnesota and Washington. Northland Securities, Inc is a company that has its headquarters in Minneapolis, MN. The investment advisory business has a total of 19 people on staff. It has $203 million in total assets among its 760 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 760 client accounts, 47% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules typically depend on which services the firm provides the client. However, fees billed by Northland Securities, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northland Securities, Inc Brokerage Details
$203,155,261
19
760
$267,310
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
William O'Connor Work History
William has been registered as a financial advisor for 6 years.*
Northland Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William O'Connor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Northland Asset Management
Minneapolis, MN
Milwaukee, WI
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Milwaukee, WI
Minneapolis, MN
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